Overview
Assets Under Management: $260 million
High-Net-Worth Clients: 8
Average Client Assets: $30 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.01
Average High-Net-Worth Client Assets: $30 million
Total Client Accounts: 22
Discretionary Accounts: 22
Regulatory Filings
CRD Number: 159938
Last Filing Date: 2025-02-06 00:00:00
Website: http://lynchassetmanagement.com